Stock Markets March 4, 2026

Moscow bourse slips as Oil & Gas and industrial names weigh on market

MOEX Russia Index closes down 0.54% as select miners and energy majors diverge amid stronger commodity and FX moves

By Marcus Reed
Moscow bourse slips as Oil & Gas and industrial names weigh on market

Moscow equities ended lower on Wednesday, with the MOEX Russia Index down 0.54% at the close. Gains in select metal and energy producers contrasted with losses among major oil producers and the national carrier. Market breadth narrowly favored advancers, while volatility, commodities and ruble crosses registered notable moves.

Key Points

  • MOEX Russia Index fell 0.54% at the Moscow close, with sector losses led by Oil & Gas, Manufacturing and Power.
  • Top individual gainers were RUAL (+3.84%), NVTK (+2.45%) and GMKN (+2.29%); top decliners were TATN_p (-2.22%), AFLT (-1.91%) and LKOH (-1.79%).
  • Commodities and FX showed moves: gold futures, Brent and WTI rose; USD/RUB and EUR/RUB strengthened versus the ruble; US Dollar Index Futures slipped.

Russian equities finished the Wednesday session in negative territory as sector-level declines in Oil & Gas, Manufacturing and Power pressured the benchmark. At the close in Moscow, the MOEX Russia Index was down 0.54%.

Among individual movers, aluminium producer OK Rusal MKPAO (MCX:RUAL) led the gainers, finishing up 3.84% - a rise of 1.55 points to 42.06. Natural gas producer NOVATEK PJSC (MCX:NVTK) added 2.45%, increasing by 30.60 points to close at 1,280.50. Nickel and palladium miner MMC NORILSK NICKEL PJSC (MCX:GMKN) also posted a positive result, rising 2.29% or 3.60 points to 161.40 late in the session.

On the downside, TATNEFT n.a. V.D. Shashin Pref (MCX:TATN_p) was the weakest performer, falling 2.22% - a decline of 12.90 points to end at 568.90. Flag carrier Aeroflot PJSC (MCX:AFLT) slipped 1.91% or 1.03 points to 52.83, while oil major LUKOIL PJSC (MCX:LKOH) retreated 1.79%, down 98.00 points to 5,385.00.

Market breadth on the Moscow Stock Exchange showed 132 rising issues, 112 decliners and 9 stocks unchanged.

The Russian Volatility Index - RVI, which tracks implied volatility in options on the MOEX Russia Index, moved up 0.64% to 23.75 and was recorded as a new 1-month low.

Commodities traded higher overall. Gold futures for April delivery gained 0.57%, rising by 29.24 to $5,152.94 a troy ounce. Crude oil for April delivery increased 1.65% or $1.23 to $75.79 a barrel. The May Brent contract also climbed, up 1.06% or $0.86 to $82.26 a barrel.

Movements in currency pairs against the ruble were notable. The U.S. dollar rose 0.30% versus the ruble to 77.88 USD/RUB, while the euro gained 0.55% to trade at 90.67 EUR/RUB. The U.S. Dollar Index Futures was down 0.25% at 98.76.


Summary takeaways:

  • The MOEX Russia Index closed lower by 0.54%.
  • Top session winners included RUAL, NVTK and GMKN; notable laggards were TATN_p, AFLT and LKOH.
  • Market breadth slightly favored advancing stocks, and key commodities and FX pairs posted gains.

Risks

  • Commodity price shifts - crude oil and Brent both moved higher during the session, which can influence earnings and valuations for energy and related sectors.
  • Currency volatility - USD/RUB and EUR/RUB rose, creating potential FX-related pressure for importers, exporters and companies with currency-linked exposures.
  • Implied volatility readings - the RVI ticked up 0.64% to 23.75 while being identified as a new 1-month low, indicating mixed signals around options-implied market volatility.

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